Get a group's participants
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
Query parameters
-
filter[uuid] string
Filter by a comma separated list of UUIDs.
-
filter[name] string
Name to filter by
-
filter[type] string
Account type to filter by. Valid fields are [employee, client, external].
-
filter[role] string
Account role to filter by. Valid fields are [owner, admin, member, individual, trust, business, joint, introducer].
-
sort string
Field to sort by. Valid fields are [created_at, first_name, last_name, updated_at, type]. Negative sign to denote DESC. Defaults to 'name'.
-
per_page integer
the amount of addon subscriptions per page (Default 15. Max 500).
GET /api/v1/group/{group_uuid}/participants
curl \
-X GET https://api.plannrcrm.com/api/v1/group/group_uuid/participants \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "a21c1ea2-9068-41fc-b08b-abdfbf0bf664",
"county": "Hampshire",
"billing": {
"invoice_email": "gareth@codepotato.co.uk",
"invoice_county": "Hampshire",
"invoice_country": "United Kingdom",
"invoice_postcode": "PO7 7YH",
"invoice_address_1": "Suite E, 5 The Briars",
"invoice_address_2": "Waterberry Drive",
"invoice_town_city": "Waterlooville"
},
"country": "United Kingdom",
"postcode": "PO7 7YH",
"address_1": "Suite E, 5 The Briars",
"address_2": "Waterberry Drive",
"logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
"month_end": 25,
"town_city": "Waterlooville",
"created_at": "2024-11-20T13:24:01+00:00",
"updated_at": "2024-11-20T13:24:01+00:00",
"ip_whitelist": [
"192.168.0.1",
"127.0.0.1"
],
"brand_colours": {
"sidebar_text": "#ffffff",
"sidebar_hover": "#0A0A42",
"email_sub_text": "#ffffff",
"sidebar_accent": "#36367E",
"sidebar_active": "#53DBB8",
"email_background": "#0E0E56",
"email_button_text": "#ffffff",
"sidebar_background": "#0E0E56",
"sidebar_title_primary": "#FFC634",
"email_button_background": "#36367E",
"sidebar_title_secondary": "#ffffff",
"sidebar_title_background": "#36367E",
"email_logo_background_panel": "#36367E",
"sidebar_title_secondary_hover": "#ffffff"
},
"is_subscribed": true,
"regulatory_text": "Regulatory text",
"addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
"statement_frequency": "monthly",
"task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
"keep_deleted_files_for": 30,
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!"
},
"name": "Gareth Thompson",
"role": "client",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "e59706b6-d59c-4239-8e97-2ac21542a8d7",
"colour": "#ef4582",
"created_at": "2024-11-20T13:24:01+00:00",
"updated_at": "2024-11-20T13:24:01+00:00"
}
],
"type": "client",
"uuid": "7d4c87b1-ad1e-49f9-8348-ff2719e4ec23",
"email": "gareth@codepotato.co.uk",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "28bc8807-dd17-4b84-86fa-91839670ae5d",
"created_at": "2024-11-20T13:24:01+00:00",
"updated_at": "2024-11-20T13:24:01+00:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "de85ea69-0d0a-437c-8201-044f9054371e",
"description": "UUID of the account"
},
"email": {
"example": "gareth@codepotato.co.uk",
"description": "Email of the account"
},
"last_name": {
"example": "Thompson",
"description": "Last name of the account"
},
"first_name": {
"example": "Gareth",
"description": "First name of the account"
}
},
"participants_count": "3"
}
],
"owners": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "dd045d57-3a4c-44f0-b9c6-b60d9e160970",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:01+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:01+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-11-20T13:24:01+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-11-20T13:24:01+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-11-20T13:24:01+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-11-20T13:24:01+00:00"
}
],
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:01+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:01+00:00",
"with_login": true,
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "b6d6acfd-34dd-4ebe-b225-20af2f17b9bb",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2024-11-20T13:24:01+00:00",
"updated_at": "2024-11-20T13:24:01+00:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"introduced_by": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "97624c7a-34f4-46b6-996d-2aeae0898fad",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:01+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:01+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-11-20T13:24:01+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-11-20T13:24:01+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-11-20T13:24:01+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-11-20T13:24:01+00:00"
},
"primary_email": {
"name": "Work number",
"type": "phone_number",
"uuid": "21d7c756-f9a5-452e-8af6-75dd856138b7",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2024-11-20T13:24:01+00:00",
"updated_at": "2024-11-20T13:24:01+00:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"can_be_deleted": "false",
"assigned_adviser": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "c73193a5-6430-4c3d-b6c4-de34ecfb7882",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:01+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:01+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-11-20T13:24:01+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-11-20T13:24:01+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-11-20T13:24:01+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-11-20T13:24:01+00:00"
},
"next_review_date": "2024-11-20T13:24:01+00:00",
"has_joint_account": true,
"current_time_entry": {
"name": "Research",
"uuid": "6b561bfa-f507-406f-96b6-62218f862632",
"end_date": "2024-11-20T13:24:01+00:00",
"is_active": "1",
"trackable": "Client",
"start_date": "2024-11-20T13:24:01+00:00"
},
"first_contact_date": "2024-11-20T13:24:01+00:00",
"external_references": [
{
"uuid": "cd3677c5-fbf6-4623-a84f-95a0b45df638",
"reference": "AB123456",
"created_at": "2024-11-20T13:24:01+00:00",
"updated_at": "2024-11-20T13:24:01+00:00",
"third_party": "nucleus"
}
],
"assigned_paraplanner": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "64bd2d73-916e-4ae9-922c-38a95ad8d57c",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:01+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:01+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-11-20T13:24:01+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-11-20T13:24:01+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-11-20T13:24:01+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-11-20T13:24:01+00:00"
},
"previous_review_date": "2024-11-20T13:24:01+00:00",
"primary_phone_number": {
"name": "Work number",
"type": "phone_number",
"uuid": "4d9f9ff4-e22e-479b-bd67-6d248da4f37c",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2024-11-20T13:24:01+00:00",
"updated_at": "2024-11-20T13:24:01+00:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"assigned_administrator": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "58781c50-2d0e-4d5c-847c-ae5537ddc2da",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:01+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:01+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-11-20T13:24:01+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-11-20T13:24:01+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-11-20T13:24:01+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-11-20T13:24:01+00:00"
},
"anniversary_review_date": "2024-11-20T13:24:01+00:00"
}
]
}